Ubisoft’s Diversification Problem
Reading Time: 11 minutes We discuss the future of Ubisoft as the French publisher tries to diversify its gaming portfolio and explore new business models.... Read more.
The Macro View of VR in 2023
Reading Time: 13 minutes In this issue, we look at the state of the virtual and augmented reality market — how it’s shaking out as the metaverse hype subsi... Read more.
Embracer Teases New Strategies
Reading Time: 8 minutes Embracer is a frankenstein of a company that hasn’t quite seen synergies from its acquisitions yet. We look at where there’s room f... Read more.
Take-Two Underperforms in Mobile
Reading Time: 9 minutes Take-Two’s acquisition of Zynga seems to be playing out in terms of Net Bookings numbers, propping up the company in the near-term. C... Read more.
Embracer Goes On A Shopping Spree (Again)
Reading Time: 10 minutes In Embracer Group’s latest earnings report, they announced six new acquisitions, including the IP behind Lord of the Rings. We analy... Read more.
A Look At Layoffs & Gaming Employment Trends
Reading Time: 7 minutes Lately, there has been so much news around layoffs in the games industry. We take a look at the macro trends behind employment, and whe... Read more.
Unity and ironSource Join Forces
Reading Time: 10 minutes Is a massive, $5B merger between Unity and ironSource a necessary and strategic decision, sign of struggles, or emblematic of the cont... Read more.
Sony’s State of Play
Reading Time: 7 minutes Ahead of Summer Game Fest next week, Sony previewed its State of Play. This week, we analyze Sony’s evolving live service and cross-p... Read more.
Examining Xbox’s Recent Earnings
Reading Time: 7 minutes We breakdown Xbox’s recent earnings report in context of the Activision acquisition. What does it mean moving forward? And also tease... Read more.
2021 Makes Deal History
Reading Time: 10 minutes Plus we analyze the recent launch of Lost Ark and round up this week’s best reads... Read more.
